It’s a common scenario: A parent dies, and the heirs rifle through family heirlooms, pictures, and historical records to grasp for memories—any memento to help them understand their parent’s hopes for their lives.

Many children are left with the longing for a parent’s wisdom, cultivated through life experience and history.
Now, more than ever, people realize the risk of counting on the tangibles to get one through life. We all know that life is more than one’s assets.

In The Legacy Conversation: The Missing Gem in Wealth Planning, Drs. Carolyn Friend and James Weiner, offer wisdom about intentional legacy planning, helping advisors and families bridge the gap between the tangibles (a family’s wealth) and the intangibles (the family traditions and wisdom guiding the wealth).

The promise of the book is practical help for you to take your first steps towards designing an intentional family legacy. Buy the book.